Although we value experience and skills, we also care about who you are. We strive to surround ourselves with good people that share our values, that work hard, and that support each other as a team and as individuals. Job Description Kayne Anderson Rudnick Investment Management is looking to hire a Lead Advisor for our Southeast region. The Kayne Anderson Rudnick Lead Advisor (“LA”) will partner with the Managing Director, Business Development Officer (“BDO”) in their respective market in the development and management of clients, many of whom are referred via custodial referral programs. The LA will develop a plan to meet the client’s goals and manage all aspects of these new client relationships including investment advisory, financial planning, and estate and tax planning. This role will be held remotely with a preference for South Carolina, Georgia or Florida. Job Duties: - Partner with the BDO to support new business development opportunities by attending prospective client meetings and events sponsored by custodian partners. - Develop strategies to provide a high-quality client experience, with the goal of assisting the BDO in building their practice through referrals and additional funding from existing clients. - Prepare customized investment proposals in coordination with the BDO and effectively communicate those proposals to clients. - Provide financial planning advice, utilizing the eMoney financial planning platform and other tech stack resources to assist clients with their financial planning needs. - Provide comprehensive wealth management to high-net-worth clients, ensuring personalized service and attention to their unique financial goals and needs. - Provide investment advisory services, including asset allocation and investment solutions recommendations. - Conduct regular client portfolio review meetings and provide proactive communication to clients. Ideal Qualifications: - A bachelor’s degree is required from an accredited college or university with an educational background in finance or economics. - 5+ years of experience in the financial services industry with a focus on wealth advisory client service. - Financial planning/wealth management insight, judgement, and experience. - Articulate, confident, and driven professional with the ability to work within a team-oriented culture - Unimpeachable ethical standards and a strong work ethic. - Superior communication skills both oral and written; strong presentation skills. - A demonstrated ability to establish priorities and meet goals. - Proficient in the Microsoft operating platform, the eMoney financial planning platform, and the Salesforce CRM platform. - Series 65 or 66 (or CFP or CFA, which can be used to waive the Series 65 or 66 requirement.) The starting salary is $120,000.00 to $150,000.00 and will include variable compensation. The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. Benefits: We offer a variety of benefits that support employees and their families in maintaining all aspects of health and wellness. We pride ourselves on offerings that encourage work-life balance and support the needs and goals of the team. - Competitive Pay - Medical, Dental, and Vision Insurance (starting day 1) - Life and Disability Insurance - Health Savings Account with a Company Match - Flexible Spending Accounts including Dependent Care - Wellness Program - Tuition Reimbursement - 24-Hour Employee Assistance Program - Adoption Assistance - Paid Family Care Time - Paid Volunteer days Company Background History Kayne Anderson Rudnick (KAR) was founded in 1984 to oversee the family capital of John Anderson. Over time, the firm expanded its services from managing capital for a single family to including family members, friends, and eventually a broader clientele comprising high net-worth individuals, public entities, corporations, endowments, and foundations. Headquartered in Los Angeles, Kayne Anderson Rudnick is a distinguished asset and wealth management firm with over $50 billion in assets under management and a national team of 135 employees. The firm is an affiliate of Virtus Investment Partners, located in Hartford, Connecticut. Philosophy KAR Wealth Advisors offers a personalized wealth management experience by leveraging our firm’s extensive resources and talented team. We develop strong partnerships with our clients, offering expert guidance across key areas such as Investment Management, Retirement Planning, Tax and Estate strategies, as well as other important services. Team Approach The most important asset KAR has is the people. The culture is collaborative and respectful. The team is passionate about setting high standards for themselves and are proud to be part of this organization. They create the client experience as a team, and as a team, strive to make the best decisions for their clients. Culture and Awards - Awarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect. - Ranked #3 on Barron’s top 100 investment advisors. - Ranked #7 of RIA firms by Forbes in 2024 - Wealth for Good Awards – Best Corporate Social Responsibility program KAR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. For additional information on Kayne Anderson Rudnick, please access the firm’s web site at www.kayne.com #LI-Remote

Although we value experience and skills, we also care about who you are. We strive to surround ourselves with good people that share our values, that work hard, and that support each other as a team and as individuals. Job Description Kayne Anderson Rudnick is an asset and wealth management firm headquartered in Los Angeles. The Firm manages over $50B in AUM and 135 employees nationally. We are an affiliate of Virtus Investment Partners based in Hartford, CT. The goal of Virtus is to offer a multi-manager, multi-strategy approach and KAR is a key affiliate for Virtus. This multi boutique model is based on the fundamental belief that investment professionals who operate in an environment that allows for the appropriate focus and culture can generate sustainable superior returns for the clients. Kayne Anderson Rudnick Investment Management is looking to hire a Lead Advisor for our Pacific Northwest region. The Kayne Anderson Rudnick Lead Advisor (“LA”) will partner with the Managing Director, Business Development Officer (“BDO”) in their respective market in the development and management of clients, many of whom are referred via custodial referral programs. The LA will develop a plan to meet the client’s goals and manage all aspects of these new client relationships including investment advisory, financial planning, and estate and tax planning. This role will be held remotely with a preference for San Francisco, Seattle, or Portland. Job Duties: - Partner with the BDO to support new business development opportunities by attending prospective client meetings and events sponsored by custodian partners. - Develop strategies to provide a high-quality client experience, with the goal of assisting the BDO in building their practice through referrals and additional funding from existing clients. - Prepare customized investment proposals in coordination with the BDO and effectively communicate those proposals to clients. - Provide financial planning advice, utilizing the eMoney financial planning platform and other tech stack resources to assist clients with their financial planning needs. - Provide comprehensive wealth management to high-net-worth clients, ensuring personalized service and attention to their unique financial goals and needs. - Provide investment advisory services, including asset allocation and investment solutions recommendations. - Conduct regular client portfolio review meetings and provide proactive communication to clients. Ideal Qualifications: - A bachelor’s degree is required from an accredited college or university with an educational background in finance or economics. - 5+ years of experience in the financial services industry with a focus on wealth advisory client service. - Financial planning/wealth management insight, judgement, and experience. - Articulate, confident, and driven professional with the ability to work within a team-oriented culture - Unimpeachable ethical standards and a strong work ethic. - Superior communication skills both oral and written; strong presentation skills. - A demonstrated ability to establish priorities and meet goals. - Proficient in the Microsoft operating platform, the eMoney financial planning platform, and the Salesforce CRM platform. - Series 65 or 66 (or CFP or CFA, which can be used to waive the Series 65 or 66 requirement.) The starting salary is $120,000.00 to $150,000.00 and will include variable compensation. The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. Benefits: We offer a variety of benefits that support employees and their families in maintaining all aspects of health and wellness. We pride ourselves on offerings that encourage work-life balance and support the needs and goals of the team. - Competitive Pay - Medical, Dental, and Vision Insurance (starting day 1) - Life and Disability Insurance - Health Savings Account with a Company Match - Flexible Spending Accounts including Dependent Care - Wellness Program - Tuition Reimbursement - 24-Hour Employee Assistance Program - Adoption Assistance - Paid Family Care Time - Paid Volunteer days Company Background History Kayne Anderson Rudnick (KAR) was founded in 1984 to oversee the family capital of John Anderson. Over time, the firm expanded its services from managing capital for a single family to including family members, friends, and eventually a broader clientele comprising high net-worth individuals, public entities, corporations, endowments, and foundations. Headquartered in Los Angeles, Kayne Anderson Rudnick is a distinguished asset and wealth management firm with approximately $65 billion in assets under management and a national team of 135 employees. The firm is an affiliate of Virtus Investment Partners, located in Hartford, Connecticut. Philosophy KAR Wealth Advisors offers a personalized wealth management experience by leveraging our firm’s extensive resources and talented team. We develop strong partnerships with our clients, offering expert guidance across key areas such as Investment Management, Retirement Planning, Tax and Estate strategies, as well as other important services. Team Approach The most important asset KAR has is the people. The culture is collaborative and respectful. The team is passionate about setting high standards for themselves and are proud to be part of this organization. They create the client experience as a team, and as a team, strive to make the best decisions for their clients. Culture and Awards - Awarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect. - Ranked #3 on Barron’s top 100 investment advisors. - Ranked #7 of RIA firms by Forbes in 2024 - Wealth for Good Awards – Best Corporate Social Responsibility program KAR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. For additional information on Kayne Anderson Rudnick, please access the firm’s web site at www.kayne.com #LI-Remote

• Analyze user behavior and conversion funnels to identify drop-off points and opportunities for improvement • Develop and execute A/B and multivariate testing programs • Create testing roadmaps aligned to business goals and hypotheses • Partner with design, product, and engineering teams to implement experiments • Optimize landing pages, product pages, and key conversion flows • Use tools such as Optimizely, VWO, Hotjar, and similar platforms to run tests and gather insights, and leverage tools like Webflow to implement and iterate on on-site experiences • Leverage qualitative and quantitative data (heatmaps, session recordings, surveys, analytics) to inform decisions • Report on test results and translate findings into actionable recommendations

About Right Side Up Please note, this posting is to highlight joining Right Side Up's talent collective specifically and is not representing an internal full-time role, or a current opportunity with a client. Right Side Up is a collective of premium marketing talent—with all of the marketing chops, and none of the agency fluff. We’re trusted by the most respected early-stage ventures, the fastest-growing tech companies, and well-established Fortune 500 teams to do one thing better: Growth. We have over 250+ clients including Stitch Fix, Sephora, Yelp, Sun Basket, Crunchbase, DoorDash, Calm, and more. About the Role We’re seeking freelance Growth Marketing Consultants to join our talent collective and support a range of high-growth clients. This role is ideal for marketers who have experience scaling paid acquisition channels in early-stage environments and can drive measurable growth across the funnel. Projects may include building paid media programs from the ground up, scaling existing channels, optimizing performance, and developing growth strategies across acquisition and retention. This role may range from hands-on channel execution to strategic leadership, depending on client needs. Contract engagements typically range from 10–40 hours per week. Responsibilities - Build, manage, and scale paid acquisition channels (e.g., Meta, Google, TikTok, LinkedIn) - Develop and execute growth strategies across the full funnel, from acquisition to retention - Optimize campaigns for performance, including CAC, LTV, and ROI - Identify new growth opportunities and test emerging channels - Partner with creative and content teams to develop high-performing ad assets - Analyze performance data and continuously iterate based on insights - Collaborate with product, analytics, and marketing teams to align on growth goals - Support experimentation frameworks and testing roadmaps Requirements - Strong experience in growth marketing, particularly in early-stage or startup environments - Proven track record of scaling paid channels and driving measurable growth - Experience managing budgets and optimizing performance across multiple platforms - Ability to operate both strategically and hands-on - Strong analytical skills and comfort working with performance data - Experience working cross-functionally with product, creative, and analytics teams - Comfort operating in ambiguous, fast-paced environments Nice to Have - Familiarity with lifecycle marketing and retention strategies - Experience in high-growth startup environments - Experience supporting both strategic planning and hands-on execution